Role Description Heritage MEP is looking for a hands-on Controller to help build the finance infrastructure for a growing multi-entity mechanical services platform. This is not just a traditional close-and-report role. You’ll work closely with the CFO to improve processes, standardize reporting, strengthen controls, and help scale the accounting function across multiple operating companies. This is a strong fit for someone who enjoys bringing order to complexity, building better systems, and creating a finance organization that can grow with the business. Our platform currently includes 10 operating companies, with additional companies expected to join. The environment is dynamic, acquisition-driven, and operationally complex. We are also in the middle of a Sage Intacct implementation, so this role will play a major part in helping shape how accounting runs across the platform going forward. What You’ll Do - Own the close and reporting process - Lead the monthly close across multiple operating companies - Ensure timely, accurate, and GAAP-compliant financial reporting - Maintain strong balance sheet integrity, reconciliations, and reporting discipline - Improve the consistency and repeatability of month-end processes - Build scalable accounting processes - Standardize accounting workflows, policies, and SOPs across the platform - Improve visibility and consistency across different entities, systems, and charts of accounts - Support accounting for job costing, WIP, percentage-of-completion, accruals, fixed assets, and lease accounting - Help create a finance function that can support continued growth and acquisitions - Help optimize Sage Intacct - Support the design and optimization of the Sage Intacct platform - Help standardize charts of accounts, dimensions, reporting structures, and workflows - Partner on system configuration, process alignment, and accounting best practices - Assist with onboarding operating companies into a more standardized financial environment - Work closely with the CFO and operating company leaders - Provide actionable reporting and financial clarity to leadership - Help coach and support accounting staff, bookkeepers, and local finance resources across the organization - Contribute to integration efforts as new companies are brought into the platform What Success Looks Like in Year One - Month-end close becomes more reliable, timely, and repeatable across entities - Sage Intacct is operational and positioned to scale across the platform - Core accounting processes are better documented and standardized - Reporting quality and visibility improve for both leadership and operating companies - The accounting team structure becomes stronger and more scalable Qualifications - Strong accounting background, ideally in a multi-entity or public accounting environment - Experience leading or supporting monthly close and financial reporting - Hands-on experience with Sage Intacct - Experience with QuickBooks Desktop - Strong Excel and data skills - Solid command of GAAP, including: - Accrual accounting - WIP / percentage-of-completion - Fixed assets and depreciation - ASC 842 lease accounting - Acquisition-related accounting concepts Nice to Have - Exposure to construction, mechanical services, field services, or multi-location operating environments - Familiarity with tools such as BuildOps, ServiceTitan, or Sage Construction Management - Experience helping standardize or improve systems during periods of growth or change Who You Are - Hands-on and willing to dive into the details - Comfortable operating in an evolving environment - Process-minded, but practical - Naturally organized and solutions-oriented - Curious, proactive, and persistent - Able to work well across teams and personalities - Calm under pressure and focused on getting things done the right way Benefits - 401(k) - 401(k) matching - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Paid time off - Training & development - Vision insurance Company Description Heritage MEP is building a high-performing multi-entity platform across the mechanical services space. This role is a chance to help shape the finance infrastructure of a growing organization at an important stage of scale. If you enjoy improving processes, building systems, and helping a business mature its accounting operations, this could be a great fit. Heritage MEP is a Holding Company for Heritage Holding LLC ( heritage-holding.com ) This is a remote position.

• Apoyar la mejora continua y la madurez del marco de ERM del Banco, metodologías y documentación. • Analizar la gravedad de los riesgos, tendencias emergentes y la efectividad del control, utilizando juicio profesional e insights basados en datos. • Desarrollar y mantener indicadores clave de riesgo (KRI), paneles, scorecards y análisis de tendencias para permitir el monitoreo proactivo de riesgos e identificación temprana de advertencias. • Liderar y apoyar evaluaciones de riesgos en toda la empresa y específicas: Riesgo financiero, Riesgo operativo, Riesgo regulatorio, Riesgo tecnológico, Riesgo de proveedores, Riesgo de información y seguridad. • Recomendar estrategias de mitigación de riesgos, mejoras de controles y acciones correctivas para consideración de la gerencia. • Monitorear y analizar alertas, informes de excepciones e indicadores de riesgo en apoyo a las actividades de seguridad y monitoreo de riesgos en curso. • Desempeñar el papel de respaldo del Oficial de Seguridad de la Información (ISO) para actividades de monitoreo e informes seleccionados. • Revisar planes de acción de auditoría y evidencia de remediación para evaluar suficiencia y preparación para el cierre. • Identificar oportunidades para mejorar la eficiencia, consistencia y efectividad de los procesos de evaluación de riesgos, informes y apoyo a auditorías. • Actuar como recurso sobre principios de gestión de riesgos, regulaciones bancarias y conceptos de control interno.

Role Description The Corporate Controller reports directly to the CFO and functions as a hands-on leader within the Finance and Accounting team. The Controller is responsible for the company’s accounting operations in the US and Malaysia, with subscription sales into over 70 countries, as well as financial transactions, reporting and compliance functions. Most immediately, our Corporate Controller will help to lead the accounting for Staritas’ recent carveout, including the stand-up of accounting and transaction reporting systems. This includes building a high-performance team, implementing best-in-class systems and processes including NetSuite, Zone Advanced Billing, and Salesforce, and developing and implementing world-class reporting and analytics to drive critical data-based decision-making. Throughout, this role will collaborate as a key member of the management team to lead our accounting policies and principles, practices, procedures and initiatives, ensuring that we have the proper internal controls to maintain our books and records in accordance with GAAP. As our principal accounting leader, you will lead and perform technical accounting research, coordinate all external audits, provide accurate information for all tax filings, be a leader and mentor to the accounting team, while also having extensive interaction with our senior leadership team and our private equity owners. This is a highly visible role with high growth potential. Key Responsibilities: - Own and lead all accounting functions with accounting operations in the US and Malaysia. - Execute the carve-out including the stand up of financial systems and purchase accounting, as well as operations under our transition service agreement during the system implementations and ultimately TSA exit. - Be a strategic business partner to senior leadership, offering financial insights and recommendations to support the achievement of organizational goals. - Ensure accurate and timely presentation of monthly, quarterly and annual financial statements and disclosures in accordance with US GAAP, as well as requirements in multi-national statutory financial information. - Envision and execute best practices in all areas of accounting, revenue recognition, procure to pay, invoice to collection, payroll, fixed assets, balance sheet account reconciliations, and financial reporting processes across the globe. - Take a lead role in systems implementation and developing the infrastructure to operate as a stand-alone company, including implementing the proper internal controls. - Lead the annual consolidated audit process, coordinating with the external auditors and internal team to facilitate a smooth audit with no surprises. - Manage the month-end close process and consolidation, along with coordinating with FP&A in developing and tracking KPI’s and reporting to senior management and the Board. - Monitor foreign exchange impact on the business and implement strategies to manage currency risk. - Maintain compliance with all regulations across geographies, regularly providing accurate data to our Tax advisors. - Measure and monitor efficiency of cash collections from customers, designing methods to reduce DSO. - Working with the FP&A leader, collaborate in designing accurate measures to design and monitor an accurate 13-week cash forecast. - Collaborate with team in setting accounting policies and principles. - Lead and mentor a team of finance professionals, fostering a collaborative, caring, trusting, and high-performance culture. - Based on many years of senior leadership experience, provide coaching and development opportunities to leverage team member skills and interests, contributing in meaningful ways to their career growth. - Maintain comprehensive documentation in support of accounting positions and conclusions, including detailed technical memos on revenue recognition, purchase accounting, lease accounting, and other key areas. - Direct statutory audits and compliance in Malaysia and elsewhere as needed around the world. - Manage the direct and indirect tax function. Manage quarterly income tax provision and estimated federal and state income tax payments. Oversight and review of federal and state income tax filings. Ensure compliance with all relevant sales and use tax requirements. - Oversee review of new accounting literature to ensure company's compliance therewith. Advises CFO of potential impact of new accounting pronouncements. - Drives continuous improvement through a relentless commitment to ongoing process improvement by gaining buy-in to and leading successful change management efforts. - Partner with FP&A and operations in development of comprehensive financial plans, budgets, and forecasts. - Evaluate ROI on projects and investments, and recommend options. - Actively participate in the diligence, closing, and integration of M&A candidates as part of our inorganic expansion initiative. Qualifications - 20+ years of progressive accounting leadership experience, with a successful track record as a Corporate Controller in a PE-owned, multi-national technology company. - Experience working in a private equity-owned company, where world-class standards are consistently expected and executed. - Comprehensive and well-rounded technical GAAP accounting skills, including software revenue recognition. - Proven leader who is effective in multi-tasking while collaborating with cross-functional teams, including management and private equity colleagues in a fast-paced, dynamic environment. - Strong financial and analytical skills, with the ability to interpret complex financial data and provide strategic recommendations, with deep experience in the SaaS industry. - Proficient knowledge of financial accounting applications, NetSuite accounting software experience a plus. - Hands-on individual who can contribute to all aspects of the finance function, including managing an accounting team in Malaysia. - Demonstrated ability to contribute operationally and strategically to the development and execution of business strategies. - Excellent communication and interpersonal skills, with the ability to convey complex financial information to non-financial stakeholders. - Bachelor’s degree in finance, accounting, or a related field. CPA preferred. MBA or other relevant certifications a plus. - Successfully operated in a demanding, fast-paced environment requiring focus and agility. - Strong analytical, quantitative and problem-solving skills. - Excellent verbal and written communication skills. Benefits - Competitive salary and performance bonus program. - Fully remote work environment. - Comprehensive benefits package including 401k match. - 19 days of PTO per year; 10 holidays per year. - Opportunity to work in a mission-driven organization where your work directly shapes clarity, confidence, and better outcomes across healthcare. - A team that values your expertise and shares a deep belief in the power of data, insight, and human connection. Travel - Up to 10% travel, based on business needs. While our roles are 100% remote, we do get together a few times a year for up to one week. Employees are given ample notice and attendance is expected. Work Environment - This position operates in a professional work environment and requires the use of standard office equipment such as a computer, keyboard, mouse, webcam, and phone. Equal Opportunity / Affirmative Action Statement Staritas is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity, or veteran status. As a federal contractor, ECRI complies with all applicable federal, state, and local laws regarding nondiscrimination and affirmative action. We are committed to creating a workplace that is fair, inclusive, and grounded in merit-based decision-making. Accommodation Statement If you need reasonable accommodation to apply for this position, please contact the recruiter. Pay Transparency Statement Staritas posts compensation ranges and benefits for all open roles. The compensation range for this position is $200,000 to $220,000 annually, plus an annual bonus and comprehensive benefits package. Compensation offered will depend on factors including experience, skills, geographic location, and internal equity. Staritas does not retaliate against employees or applicants for discussing compensation. Benefits Statement Staritas offers a comprehensive and competitive benefits package designed to support the health, wellbeing, and financial security of our employees. Benefits include medical, dental, and vision coverage; retirement savings plans with company contributions; paid time off and company holidays; paid parental and family leave; and access to employee assistance and wellness resources. Additional benefits include life and disability insurance, professional development opportunities, and flexible work arrangements.

Title: Investment Controller Location: Chicago, IL Job Description: Chicago, IL Position Summary We are seeking a highly skilled accounting and finance professional to oversee joint venture (JV) financial operations for a large-scale real estate investment platform. This role will manage JV-level budgeting, forecasting, cash management, capital accounts, debt compliance, investor reporting, and acquisition/disposition accounting. The ideal candidate will have deep expertise in real estate accounting, strong technical GAAP knowledge, and experience managing complex JV structures. A CPA designation is highly preferred. This role is hybrid, with one day per week remote, following an interim period. Key Responsibilities Budgeting, Planning & Forecasting (JV-Level) - Prepare Annual Business Plan, Operating Budget, and Capital Budget for investor review and approval. - Consolidate property-level budgets into JV-level budgets and perform variance analysis and reforecasting. Cash Management, Treasury & Capital Calls - Prepare capital call calculations and issue notices per JV agreement. - Manage JV, HoldCo, and SPE bank accounts, cash flow forecasting, and liquidity planning. - Participate in distribution waterfall calculations and promote mechanics. Property-Level Oversight - Review property-level accounting prepared by third-party managers for GAAP and investor compliance. - Coordinate on cash forecasting, budget adherence, TI/LC accounting, and reimbursement processes. Capital Accounts & JV Economics - Maintain capital accounts per GAAP, tax rules, and JV agreement. - Track investment tranches, capital balances, preferred returns, and promote tiers. Debt Compliance & Lender Reporting - Participate in covenant testing, lender reporting, and draw requests. - Monitor escrow accounts and ensure compliance with financing agreements. Investor Reporting & Performance Metrics - Prepare quarterly investor reporting packages, including financial statements, variance analysis, capital account statements, and JV performance metrics (IRR, MOIC, equity multiples). Acquisition & Disposition Accounting - Support financial integration of new acquisitions, including opening balance sheets and bank setups. - Manage final accounting at disposition, including sale allocations, reserve releases, and promote crystallization. Qualifications - Bachelor’s degree in Accounting or Finance; CPA highly preferred. - 5-7 years of progressive accounting experience, with at least 3 years in real estate or private equity JV structures. - Strong technical knowledge of GAAP and JV accounting principles. - Experience with budgeting, forecasting, and financial modeling. - Proficiency in Yardi, MRI, Kardin, or similar real estate systems. - Excellent analytical, organizational, and communication skills. - Ability to manage multiple priorities in a fast-paced environment. Preferred Skills - Familiarity with REIT compliance and regulatory requirements. - Experience with debt covenant monitoring and lender reporting. - Advanced Excel and financial modeling capabilities. - Exposure to investor reporting and performance metrics (IRR, MOIC, equity multiples). - Strong understanding of JV agreements and promote structures. Pay Range $125,000 - $135,000 USD About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln’s combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. For more information, visit: www.lpc.com. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with the companies privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.